Pharos Research (@PharosResearch

Pharos Research

155 posts

Pharos Research

@PharosResearch_

Research & insights of @pharos_network. Deep dive into Pharos blockchain, real-world assets, and cross chain liquidity, scaling Web3 for the real economy.

Pharos Network

pharosnetwork.xyz/research

Joined September 2025

Following

85.3K

Followers

Pharos Research
@PharosResearch_
Sep 24, 2025
Check out our first foundation article The RWA Revolution: Landscape and Investment Opportunities Authored by @Laaaaacieee, founder of @BlockchainNKU and @xizhe_chan from Peking University.
90K
Pharos Research
@PharosResearch_
Sep 26, 2025
All you need to know about RWA in two linears > ETFs bring capital. RWAs bring the asset base. > RWA’s hard part isn’t code—it’s legal title. RWA map: Non-stablecoin RWA ≈ $28B, YoY +114%. Private Credit 56%, USTs $7.5B, Commodities $2.4B. ETH 53% share. This is the new
Pharos Research
@PharosResearch_
Sep 24, 2025
Check out our first foundation article The RWA Revolution: Landscape and Investment Opportunities Authored by @Laaaaacieee, founder of @BlockchainNKU and @xizhe_chan from Peking University.
36K
Pharos Research
@PharosResearch_
Sep 24, 2025
Pharos Research, the research arm of @pharos_network , Hong Kong's top compliant EVM layer 1 blockchain, just released its first foundational paper. 💡 Dive deep into the global RWA landscape and explore key investment opportunities. 🌍 One article, all the insights you need
49K
Pharos Research
@PharosResearch_
Oct 8, 2025
RWA has shifted from STO experiments to a stablecoin-dominated regime backed by US Treasuries, and is now moving toward next-gen financial infrastructure built on high-performance chains and new liquidity. Stablecoins make up ~90.7% of broad RWA, the real edge is turning
Pharos Research
@PharosResearch_
Oct 8, 2025
Pharos Research’s second foundational paper is out now — RWA Paradigm Shifts and Present Reality. Key takeaways: > Paradigm shifts: STO experiments → the era of USD stablecoin hegemony (backed by T-bills) → the next phase of financial infrastructure built on
12K
Pharos Research
@PharosResearch_
Oct 8, 2025
Pharos Research’s second foundational paper is out now — RWA Paradigm Shifts and Present Reality. Key takeaways: > Paradigm shifts: STO experiments → the era of USD stablecoin hegemony (backed by T-bills) → the next phase of financial infrastructure built on
89K
Pharos Research
@PharosResearch_
Oct 18, 2025
RWA 1.0: Failed. Assumed blockchain was a magic liquidity printer for illiquid assets. It wasn't. RWA 2.0: The Present. Dominated by stablecoins backed by T-Bills. It's the boring, regulated, multi-hundred-billion dollar foundation. RWA 3.0: The Alpha. High-frequency trading of
Pharos Research
@PharosResearch_
Oct 8, 2025
Pharos Research’s second foundational paper is out now — RWA Paradigm Shifts and Present Reality. Key takeaways: > Paradigm shifts: STO experiments → the era of USD stablecoin hegemony (backed by T-bills) → the next phase of financial infrastructure built on
13K
Pharos Research
@PharosResearch_
Oct 16, 2025
RWA’s next chapter isn't code. It's law. > Early RWA was tech cosplay. The next wave is institutional-grade legal engineering. > Your token is just a receipt. The real asset is locked in a legal structure. Its survival depends on that structure, not your blockchain. Core
25K
Pharos Research
@PharosResearch_
Oct 21, 2025
The RWA Stack, simplified. 1. THE FOUNDATION (Off-chain) Custodians. TradFi. They hold the actual asset. Your token is worthless without them. 2. THE BRIDGE (Middleware) Oracles + Settlement. This is the trust layer. It's where price feeds break and hacks happen. 3. THE MONEY
Pharos Research
@PharosResearch_
Oct 8, 2025
Pharos Research’s second foundational paper is out now — RWA Paradigm Shifts and Present Reality. Key takeaways: > Paradigm shifts: STO experiments → the era of USD stablecoin hegemony (backed by T-bills) → the next phase of financial infrastructure built on
12K
Pharos Research
@PharosResearch_
Nov 8, 2025
Stop asking if the Fed is cutting rates. Start asking why. The answer tells you everything. • A cut into a strong economy (1995) is a bullish signal. The Fed is adding fuel. • A cut into a weak, crisis-ridden economy (2007-08) is a bearish signal. The Fed is confirming the
Pharos Research
@PharosResearch_
Nov 5, 2025
The RWA narrative is evolving. The first chapter is over. We're entering Phase 2, and it's driven by on-chain U.S. equities. Phase 1 was about Debt. Treasuries & Private Credit came on-chain first. They built the foundation: a verifiable, compliant, cash-flow base layer for the
12K
Pharos Research
@PharosResearch_
Oct 19, 2025
The RWA sector is dominated by a silent king: Private Credit (56% of non-stablecoin market). The Real Alpha isn't finding new assets. It's navigating the dual-track war: Walled Garden (Robinhood): Max compliance. Zero composability. Designed for TradFi. Open Bridge (xStocks):
Pharos Research
@PharosResearch_
Sep 24, 2025
Check out our first foundation article The RWA Revolution: Landscape and Investment Opportunities Authored by @Laaaaacieee, founder of @BlockchainNKU and @xizhe_chan from Peking University.
11K
Pharos Research
@PharosResearch_
Nov 1, 2025
The entire history of RWA is a story of getting it wrong until we got it right by accident. 2009-2015: The Wrong Tech. Colored Coins tried to run RWA on a calculator (Bitcoin). It was never going to work. 2015-2020: The Wrong Strategy. STOs had the right idea (tokenize real
Pharos Research
@PharosResearch_
Oct 8, 2025
Pharos Research’s second foundational paper is out now — RWA Paradigm Shifts and Present Reality. Key takeaways: > Paradigm shifts: STO experiments → the era of USD stablecoin hegemony (backed by T-bills) → the next phase of financial infrastructure built on
10K
Pharos Research
@PharosResearch_
Nov 4, 2025
You're looking at the RWA stack upside down. The On-chain Layer is the sexy part: lending, liquidity, yield. It’s where the money is made. The Middleware is the fragile bridge: Oracles (Chainlink/RedStone) are the single point of failure for data. Settlement (ETH) is the only
Pharos Research
@PharosResearch_
Oct 8, 2025
Pharos Research’s second foundational paper is out now — RWA Paradigm Shifts and Present Reality. Key takeaways: > Paradigm shifts: STO experiments → the era of USD stablecoin hegemony (backed by T-bills) → the next phase of financial infrastructure built on
8.8K
Pharos Research
@PharosResearch_
Oct 25, 2025
People see this chart and think "stablecoins won". Wrong. What you're seeing is a giant, disconnected hard drive. $273B of cash in one partition, and a few valuable files (yield assets) in another. No OS to connect them. The X402 protocol is the OS. It's what makes Private
Pharos Research
@PharosResearch_
Oct 8, 2025
Pharos Research’s second foundational paper is out now — RWA Paradigm Shifts and Present Reality. Key takeaways: > Paradigm shifts: STO experiments → the era of USD stablecoin hegemony (backed by T-bills) → the next phase of financial infrastructure built on
7.4K
Pharos Research
@PharosResearch_
Oct 17, 2025
Everyone's debating L2s for RWA. NGMI. The real tech isn't the chain, it's the 100-year-old legal wrapper: SPV. Your smart contract just manages cashflow. the SPV is what saves your entire asset from a bankruptcy court. One is a feature. The other is the entire game.
Pharos Research
@PharosResearch_
Oct 16, 2025
RWA’s next chapter isn't code. It's law. > Early RWA was tech cosplay. The next wave is institutional-grade legal engineering. > Your token is just a receipt. The real asset is locked in a legal structure. Its survival depends on that structure, not your blockchain. Core
7.5K